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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1226
Court Place Advisors
Maryland
$719K – – –
FMBTD
1227
First Midwest Bank Trust Division
Illinois
$715K – – –
OWA
1228
Outlook Wealth Advisors
Texas
$714K -$61.8K -239 -8%
ZB
1229
Zions Bancorporation
Utah
$709K +$226K +873 +52%
APA
1230
Allegiant Private Advisors
Florida
$709K +$417K +1,614 +169%
CFSG
1231
Community Financial Services Group
Vermont
$705K +$7.5K +29 +1%
JF
1232
Jump Financial
Illinois
$702K +$657K +2,540 New
FFM
1233
Fullerton Fund Management
Singapore
$699K -$121K -470 -16%
PIM
1234
Perpetual Investment Management
Australia
$696K – – –
DACG
1235
Donor Advised Charitable Giving
California
$696K +$775 +3 +0.1%
DBT
1236
Dubuque Bank & Trust
Iowa
$696K +$6.98K +27 +1%
TSW
1237
Thompson Siegel & Walmsley
Virginia
$696K +$43.4K +168 +7%
JWCA
1238
J.W. Cole Advisors
Florida
$693K +$8.79K +34 +1%
PG
1239
Patten Group
Tennessee
$692K -$1.29K -5 -0.2%
SL
1240
Stevard LLC
Illinois
$691K -$423K -1,635 -40%
CWM
1241
Concentric Wealth Management
California
$691K -$23.3K -90 -3%
PCG
1242
Private Capital Group
Connecticut
$688K -$318K -1,232 -33%
OPCM
1243
Osborne Partners Capital Management
California
$683K -$3.17M -12,278 -83%
LF
1244
Lantz Financial
Illinois
$675K -$12.9K -50 -2%
EFSCE
1245
Enterprise Financial Services Corp (EFSC)
Missouri
$672K +$7.24K +28 +1%
HIM
1246
Hillsdale Investment Management
Ontario, Canada
$672K +$489K +1,890 +350%
MAM
1247
Marotta Asset Management
Virginia
$672K – – –
GAM
1248
Griffin Asset Management
New York
$669K – – –
FA
1249
Fountainhead AM
New Jersey
$664K – – –
KPW
1250
Kore Private Wealth
New York
$664K +$35.2K +136 +6%
48 49
50
51 52